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ABPCX vs BALFX
ABPCX vs BALFX Comparison
Open Charts ABPCX vs BALFX
AB Sustainable Thematic Bal Port C
Price$12.69
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.55
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
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ABPCX vs BALFX Comparison Chart
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ABPCX vs. BALFX commentary
Oct 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ABPCX is a Buy and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 239B vs. ABPCX (99.4M). BALFX pays higher dividends than ABPCX: BALFX (2.21) vs ABPCX (0.00). ABPCX was incepted earlier than BALFX: ABPCX (21 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. ABPCX (46.00). BALFX has a lower initial minimum investment than ABPCX: BALFX (250) vs ABPCX (2500). BALFX annual gain was more profitable for investors over the last year : 25.24 vs. ABPCX (19.06). BALFX return over 5 years is better than : 40.67 vs. ABPCX (6.66).
| ABPCX | BALFX | ABPCX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 9.689 | 15.291 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.4M | 239B | 0% |
| Annual Yield % from dividends | 0.00 | 2.21 | - |
| Returns for 1 year | 19.06 | 25.24 | 76% |
| Returns for 3 years | -4.83 | 14.44 | -33% |
| Returns for 5 years | 6.66 | 40.67 | 16% |
| Returns for 10 years | 18.60 | 60.58 | 31% |
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